TUSCALOOSA, AL
Allocation by class
Portfolio Concentration
Top 3 weight
33.8%
Top 10 weight
76.2%
Voting Authority Distribution
Total shares with voting rights: 3M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 718.41K | SH | $18.23M 12.71% | 0.00 | 0.00 | 718.41K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 393.12K | SH | $15.28M 10.65% | 0.00 | 0.00 | 393.12K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 212.16K | SH | $15.04M 10.49% | 0.00 | 0.00 | 212.16K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 264.58K | SH | $13.96M 9.74% | 0.00 | 0.00 | 264.58K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 202.80K | SH | $12.66M 8.83% | 0.00 | 0.00 | 202.80K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 212.08K | SH | $10.28M 7.17% | 0.00 | 0.00 | 212.08K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 234.38K | SH | $7.96M 5.55% | 0.00 | 0.00 | 234.38K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 57.40K | SH | $6.34M 4.42% | 0.00 | 0.00 | 57.40K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 93.93K | SH | $5.59M 3.90% | 0.00 | 0.00 | 93.93K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 102.48K | SH | $3.99M 2.78% | 0.00 | 0.00 | 102.48K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 96.33K | SH | $3.33M 2.32% | 0.00 | 0.00 | 96.33K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 32.66K | SH | $3.26M 2.27% | 0.00 | 0.00 | 32.66K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 37.66K | SH | $2.68M 1.87% | 0.00 | 0.00 | 37.66K |
APPLE INCSOLE | COM | 8.72K | SH | $2.21M 1.54% | 0.00 | 0.00 | 8.72K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 48.38K | SH | $2.18M 1.52% | 0.00 | 0.00 | 48.38K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 31.46K | SH | $1.51M 1.05% | 0.00 | 0.00 | 31.46K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 24.57K | SH | $1.18M 0.82% | 0.00 | 0.00 | 24.57K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 23.34K | SH | $1.17M 0.81% | 0.00 | 0.00 | 23.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.59K | SH | $1.15M 0.80% | 0.00 | 0.00 | 3.59K |
ISHARES TRSOLE | CORE MSCI TOTAL | 11.96K | SH | $1.04M 0.72% | 0.00 | 0.00 | 11.96K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 25.69K | SH | $1.01M 0.71% | 0.00 | 0.00 | 25.69K |
VULCAN MATLS COSOLE | COM | 3.53K | SH | $960.1K 0.67% | 0.00 | 0.00 | 3.53K |
MICROSOFT CORPSOLE | COM | 2.54K | SH | $939.8K 0.66% | 0.00 | 0.00 | 2.54K |
NVIDIA CORPORATIONSOLE | COM | 4.49K | SH | $783.2K 0.55% | 0.00 | 0.00 | 4.49K |
HUNTINGTON BANCSHARES INCSOLE | COM | 48.95K | SH | $766.0K 0.53% | 0.00 | 0.00 | 48.95K |